Bookkeeping for Law Firms. IOLTA-Compliant. Tax-Ready.
Monthly bookkeeping built for bar compliance, trust reconciliation, and audit-ready financials - handled for you, on time, every time.
Clean, Compliant, Monthly Bookkeeping - Built for Law Firms.
We work exclusively with law firms - which means IOLTA trust accounting, three-way reconciliation, and bar-ready reports aren’t upgrades.
They’re built into the system from day one.
Wondering if your trust balances are even accurate?
Still juggling invoices, transactions, and compliance on your own?
Feeling the tax season chaos creep in… again?
We fix that. Fast.
Every engagement runs on The Legal Ledger Protocol™ - our four-pillar system for trust compliance, monthly reporting, and financial clarity. It’s the reason nothing gets missed.
What Your Law Firm Gets With Structured, Monthly Bookkeeping.
COMPLIANCE
IOLTA trust reconciliations completed monthly - in bar-compliant format, not QuickBooks guesswork.
VISIBILITY
Financial reports delivered monthly - so you know exactly what’s working, what’s not, and what’s next.
CLEANUP
Backlogged or messy books brought current - without needing you to explain what went wrong.
SIMPLICITY
Your books run on a system. Same process, same timeline, same deliverables. Every month. You stop thinking about it.
COMMUNICATION
No chasing. No crickets. If something looks off in your trust account, you hear from us that week - not at year-end.
ALIGNMENT
Your books map to how your firm runs. Clio or MyCase data syncs with QuickBooks. Retainers, trust flows, operating - all reconciled.
Meet Amy
Founder of Accounting Atelier. QuickBooks ProAdvisor. 20+ years of experience - and one clear mission:
To give law firms clean, compliant, audit-ready books they never have to chase down.
She doesn’t just “do your books.”
She builds a system that works - monthly, trust-compliant, and bar-ready.
What People Are Saying
What People Are Saying
What People Are Saying What People Are Saying
“Amy’s the sharpest financial partner we’ve worked with — experienced, systems-minded, and easy to work with.”
— Ross Bauer
Amy is a true professional, she took care of my bookkeeping and always asked the right questions. She is very thorough and prompt.”
— Pierre Mikhail
Working with Amy has been a game-changer. She’s efficient, knowledgeable, and a huge improvement over our previous consultants."
— Charles Dotson
“Amy’s expertise brought clarity to a complex process, and I’d gladly work with her again.”
— Steve Lines
You Lead the Firm. We Keep the Foundation Clean.
No chasing reports. No vague balances.
Just IOLTA-compliant, monthly bookkeeping - handled.
What Law Firms Ask Before Hiring Us
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Every engagement includes weekly trust account reconciliation and three-way reconciliation in bar-compliant format. Most bookkeepers reconcile monthly and use standard QuickBooks reports. We reconcile weekly and format for your state’s bar requirements. It’s built into The Legal Ledger Protocol™ - not an add-on.
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Yes. Most of our clients are solo or small firm attorneys managing trust accounts without internal financial staff. We become your off-site financial system - compliant, monthly, and proactive.
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You’ll fill out a quick intake form. We review your books. Then we meet to discuss what’s working, what’s not, and exactly what comes next. No fluff. No generic checklists.
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Yes - we handle cleanups often. Whether your trust account hasn't been reconciled in months or your ledgers don’t tie out, we can clean it up fast and get you fully compliant.
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Legal bookkeeping requires trust compliance, matter-level accuracy, and monthly three-way reconciliations. We don’t “just do books” - we protect your license with financial systems designed for your profession. You can learn more about legal bookkeeping here.
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We work in QuickBooks Online, are Certified ProAdvisors, and integrate with Clio and LeanLaw. Your trust ledgers, billing software, and financial reports stay aligned.
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We typically onboard new clients within 3–5 business days. If you're under time pressure due to audits, bar inquiries, or tax deadlines, we’ll prioritize accordingly.
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Perfect. We’re not replacing them - we’re making their job easier. We handle the monthly work they don’t, and ensure your books are clean, accurate, and tax-ready by the time they need them.
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No. After cleanup (if needed), most of our clients are on a monthly retainer - but we keep it month-to-month. You stay because it’s working, not because you're locked in.
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QuickBooks Online, Clio, MyCase, LeanLaw and PracticePanther. We’re a certified Clio partner and MyCase partner, which means your practice management data and your books stay in sync without manual re-entry.
Still have questions? Book a consult - we’ll walk through it together, no pressure.